To simplify the process of scheduling appointments, create a list of your most common appointment reasons. Then you can quickly select a reason when you schedule patient appointments, rather than typing long appointment descriptions.
Watch this video to learn how to create an appointment reason. (Duration 0:44)
Additional Tips
- Dentrix only allows twenty appointment reasons, and Dentrix includes 14 pre-installed appointment reasons.
- Before an appointment reason will display in the Appointment Book, the definition must meet the following criteria:
- The reason must reference an existing procedure code or multi-code.
- The reason must not reference a procedure or multi-code that requires a tooth number, surface, quadrant, or sextant.
- To learn more about adding an appointment reason, read Customizing Appointment Reasons in Dentrix Help.
Check Your Knowledge
If you have access to Dentrix, check your knowledge with this exercise.
- Switch to the Dentrix demo database.
(Skip this step if you are using the Dentrix Learning Edition software.) - Customize an appointment reason by adding the multi-code xxCCC and using “CCComprehens” as the description.